DFX Intelligence

B••••••• P•••• H•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor15 years in industry

B••••••• P•••• H•••••••

Advisor at A••••••• P•••••••• I•••

BOSTON, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Sep 29, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: A••••••• P•••••••• I•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Sep 27, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• P•••••••• I•••	Other adviser	Jan 29, 2018	n/a	yes	BOSTON, MA	Current employment
A••••••• P•••••••• I•••	Other adviser	May 12, 2015	Dec 31, 2017	no	BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	A••••••• P•••••••• I•••	Aug 26, 2014	May 12, 2015	259	Firm change	Other
F•••••••• I••••••••• C•••••••••	M••••• S••••••	Oct 20, 2011	May 2, 2012

Relationships

Registered with (6)

→ A••••••• P•••••••• I•••Registered adviserregistration: previous registration
May 12, 2015 to Dec 31, 2017factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
May 2, 2012 to Aug 26, 2014factForm ADV
→ F•••••••• I••••••••• C•••••••••Registered adviserregistration: previous registration
Sep 29, 2010 to Oct 20, 2011factForm ADV
→ F•••••••• G••••• I••••••••• M••••••••• C••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 29, 2010
Last observed: Sep 14, 2026 10 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.